Client Success Specialist
Guerra Wealth Advisors
- Miami, FL
- $45,000-65,000 per year
- Permanent
- Full-time
- Build relationships with prospects and clients
- Perform quality control surveys
- Collect client experience testimonials
- Gather referral opportunities to expand our reach in the community
- Coordinate and follow up on each client referral
- Receive incoming client service calls in a friendly manner
- Input and update notes into CRM and data trackers
- Maintain professional communication with clients and staff
- Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email
- Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events
- Attend marketing/educational events
- Pursue ongoing education to enhance industry relevant knowledge
- Other duties as assigned, which may be subject to change based on the needs of the organization
- 1+ years of experience in a client facing role
- Experience in a lead generation role (preferred)
- Financial industry experience and knowledge (preferred)
- Excellent interpersonal skills with the ability to establish rapport and trust with clients
- Strong phone presence
- Bilingual in English and Spanish with strong verbal and written communication skills in both languages
- Must be a go-getter, team-player, and hungry for knowledge and growth!
- Tech-savvy with the ability and willingness to learn new systems, softwares and processes
- Competitive salary
- Uncapped commission structure
- Team Bonuses, Referral Bonuses
- Completion Bonuses for industry relevant licenses/certifications
- Sponsored industry travel and in-person training
- PTO: 20+ days
- National Paid Holidays
- Birthday PTO
- 401K or Roth matching plan
- Health insurance reimbursement program
- Access to personal financial planning
- Growth and development!